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The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and décor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending as the community debates its outlook ahead of earnings, with the stock drawing heavy interest from traders tracking its Pro segment performance and macro correlations to interest rates. Investors are actively weighing the impact of cooling consumer demand against potential upside from technical oversold signals and expected stability in dividend-paying assets.

Bakkt, Inc. is building the backbone of next-generation financial infrastructure. The company provides solutions that enable institutional participation in the digital asset economy, spanning Bitcoin, tokenization, stablecoin payments, and AI-driven finance. Bakkt was founded in 2018 and is headquartered in New York, NY.

Bakkt Inc. - Ordinary Shares - Class A

Bakkt Holdings Inc

Bakkt is drawing intense community focus following a combination of significant insider buying from company leadership and the pending acquisition of Distributed Technologies Research, which has sparked speculation about the firm's pivot toward stablecoin and agentic payment infrastructure. Despite this, investors remain divided, with long-term shareholders expressing skepticism over past performance and dilution risks while some traders bet on a potential squeeze and favorable regulatory tailwinds.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global Holdings is trending as investors react to a strong quarterly earnings report that featured a revenue beat and raised guidance, fueling community optimism around its AI-driven growth. Despite the positive results, active discussion reflects frustration with ongoing share price volatility and short-term selling pressure, while long-term supporters remain focused on the company's expanding enterprise partnerships and AI-powered platform adoption.

Dominion Energy, Inc. engages in the production and distribution of energy. It operates through following business segments: Dominion Energy Virginia, Dominion Energy South Carolina, Contracted Energy, and Corporate and Other. The Corporate and Other segment focuses on corporate, service company, non-controlling interest in Dominion privatization, and non-regulated retail energy marketing operations. The company was founded by William W. Berry in 1983 and is headquartered in Richmond, VA.

Dominion Energy Inc

Dominion Energy is trending following a significant merger agreement with NextEra Energy, creating a global utility powerhouse designed to meet surging power demand from AI data centers. The community is actively debating the deal's regulatory feasibility, the potential impact on customer electricity rates, and whether the all-stock transaction represents a bargain or an overextension.

Amer Sports, Inc. engages in manufacturing, marketing, and selling sports equipment, apparel, and footwear. It operates through the following segments: Technical Apparel, Outdoor Performance, and Ball and Racquet Sports. The Technical Apparel segment refers to outdoor apparel, footwear, and accessories. It includes the Arc’teryx and Peak Performance brands. The Outdoor Performance segment focuses on outdoor apparel, footwear, accessories, and winter sports equipment. It includes the Salomon, Atomic, Armada, and ENVE brands. The Ball and Racquet Sports segment relates to sports equipment, apparel, and accessories. It includes the Wilson, Louisville Slugger, DeMarini, EvoShield, Atec, and Luxilon brands. The company was founded on January 03, 2020 and is headquartered in Helsinki, Finland.

Amer Sports Inc.

Amer Sports is trending as investors react to a strong quarterly earnings report that featured revenue growth and an upward revision to full-year guidance. The community is actively discussing the company's impressive profit margins, its portfolio of premium outdoor brands like Arc'teryx, and contrasting its performance with other consumer discretionary peers.

Enhanced Group, Inc. is an elite sports competition and performance products company committed to providing athletes and consumers with products that support health, performance, and recovery. The company offers a portfolio of products and experiences that combine athletic competition, scientific innovation, and consumer engagement. The company is headquartered in New York, NY.

Enhanced Group Inc. - Ordinary Shares - Class A

Enhanced Group Inc

Enhanced Group Inc. is trending as the market anticipates the inaugural Enhanced Games in Las Vegas, a high-profile sports and entertainment event that also serves as a marketing engine for the company's performance-focused telehealth platform. Community discussion is heavily focused on its recent NYSE listing, the strategic expansion of streaming partnerships, and the controversial, disruptive nature of a model that openly incorporates performance optimization into elite competition.

Energy Vault Holdings, Inc. engages in the provision of energy storage solutions. The company was founded in September 2020 and is headquartered in Westlake Village, CA.

Energy Vault Holdings Inc

Energy Vault is currently trending as investors focus on recent strategic partnership announcements, including a major development agreement in South Africa and expansion into AI-dedicated infrastructure. While the community is actively debating the company's long-term potential versus concerns regarding dilution and volatility, sentiment remains split between bullish technical setups and frustration over recent market performance.

Zenas BioPharma, Inc. is a clinical-stage global biopharmaceutical company, which engages in the development and commercialization of transformative immunology-based therapies for patients. The company was founded by Lonnie O. Moulder Jr on November 12, 2019 and is headquartered in Waltham, MA.

Zenas Biopharma Inc.

Zenas Biopharma is trending due to significant insider buying, with the CEO and directors consistently accumulating shares to signal strong conviction in the company's clinical pipeline and upcoming FDA milestones. The community remains focused on the potential of obexelimab, while closely monitoring how upcoming trial results and regulatory filings will differentiate the company within the competitive immunology sector.

Blackstone, Inc. engages in the provision of investment and fund management services. It operates through the following segments: Real Estate, Private Equity, Credit and Insurance, and Hedge Fund Solutions. The Real Estate segment includes management of opportunistic real estate funds, Core+ real estate funds, high-yield real estate debt funds, and liquid real estate debt funds. The Private Equity segment consists of management of flagship corporate private equity funds, sector and geographically focused corporate private equity funds, core private equity funds, an opportunistic investment platform, a secondary fund of funds business, infrastructure-focused funds, a life sciences investment platform, a growth equity investment platform, a multi-asset investment program for eligible high net worth investors and a capital markets services business. The Credit and Insurance segment refers to Blackstone Credit, which is organized into two overarching strategies: private credit which includes mezzanine direct lending funds, private placement strategies, stressed and distressed strategies and energy strategies, and liquid credit which consists of CLOs, closed-ended funds, open ended funds and separately managed accounts. In addition, the segment includes an insurer-focused platform, an asset-based finance platform, and publicly traded master limited partnership investment platform. The Hedge Fund Solutions segment focuses on Blackstone Alternative Asset Management, which manages a broad range of commingled and customized hedge fund of fund solutions. It also includes a GP Stakes business and investment platforms that invest directly, as well as investment platforms that seed new hedge fund businesses and create alternative solutions through daily liquidity products. The company was founded by Stephen Allen Schwarzman in 1985 and is headquartered in New York, NY.

Blackstone Inc

Blackstone is trending as investors weigh its aggressive expansion into AI infrastructure and data centers against regulatory headwinds, specifically recent political proposals aimed at limiting institutional investment in residential real estate. While the stock faces near-term volatility from these policy risks, market participants remain focused on the company's massive dry powder and its pivotal role in financing the next wave of global AI compute capacity.

Sigma Lithium Corp. engages in the producing of a lithium property. It focuses its project in Minas Gerais. The firm also plans to build a world-class commercial-scale lithium concentration plant. The company was founded on June 8, 2011 and is headquartered in Sao Paulo, Brazil.

Sigma Lithium Corporation

Sigma Lithium is generating significant buzz as traders capitalize on the stock's high volatility and sensitivity to fluctuations in global lithium futures prices. Community discourse is currently split between investors betting on a long-term re-rating driven by expanding production capacity and tactical traders focused on exploiting sharp price swings amidst ongoing sector-wide permitting and operational scrutiny.

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Micron, Intel And SanDisk Could Have More Room To Run Amid AI Frenzy, Analyst Says: 'Just Took Our Targets Up'

Ben Reitzes raised price targets on Micron, SanDisk and Intel, arguing that long-term supply agreements tied to AI infrastructure demand are making earnings more predictable for semiconductor...

<ul class="summary-bullets"><li>For Tan, who took over as Intel CEO last year, turning around the foundry unit is one of the top priority items.</li><li>After signing foundry deals with Tesla and Google, Intel is reportedly in talks with Apple to secure manufacturing contracts for certain chips that power Apple devices.</li><li>Intel shares have tripled year to date.</li></ul>Intel CEO Lip-Bu Tan said on Monday confirmed that Intel’s foundry business had “multiple customers engaged” with them, and that improvements in its 14A and 18A processes are driving increased interest from customers.In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2026/05/18/intel-ceo-we-used-to-have-leadership-in-data-center-we-lost-that-im-trying-to-bring-that-back.html">interview</a> on CNBC’s Mad Money, Tan said, “Foundry is very important… it’s a national treasure, because 90% plus of the most advanced processors are manufactured outside the country. So I think it’s important to bring some of that back.”“Now some of the customers are coming knocking on my door, saying Lip-Bu, can you now open up also for outside customers. And that is very exciting,” he said.While improving processes, Intel is aggressively looking to bring on big-ticket customers for its foundry business. For Tan, who took over last year, turning around the foundry unit is one of the top priority items.Intel was recently contracted to produce certain chips for&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-stock-gains-as-tesla-plans-to-use-14-a-chips-in-terafab-project-earnings-due-thursday/cZB9EGoRebQ">Tesla’s Terafab</a> data center complex and co-develop certain data center chips with&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-google-deepen-ai-partnership-days-after-intc-join-tesla-terafab/cZJW4N6RIr6">Google</a>. Intel is rumored to be in talks with&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-stock-jumps-overnight-report-says-apple-in-discussion-with-intel-foundry-for-manufacturing-custom-chips/cZQwqXaReBJ">Apple</a> to produce chips for its devices, a potential deal that could bring in&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-s-potential-foundry-deal-with-apple-could-add-10-b-annual-sales-by-2030-analyst/cZX9zwcReWp">$10 billion</a> in annual revenue, according to Bank of America.Refusing to name discussions with potential customers, Tan said, “I don't disclose of a customer. But you can draw the line, look at the customer from Intel, from Cadence, some of them, they trust me, they want to work with me."<h2 class="st-heading-2">Advanced Chips, Data Center CPU Demand Power INTC</h2>Earlier this year, Intel&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-launches-its-most-advanced-panther-lake-laptop-chips/cmxwi4zR4Ro">unveiled</a> new PC processors, “Panther Lake,” built on its 18A process – roughly equivalent to a 2-nanometer-class node – which the company said is the most advanced semiconductor manufacturing process ever developed and produced in the U.S.<a href="https://stocktwits.com/symbol/INTC">Intel’s shares</a> have tripled this year, drawing heightened investor interest. In the last quarter, revenue rose 7% to $13.6 billion, beating Wall Street estimates by roughly 9%, while Data Center and AI sales climbed 22% to $5.05 billion.Intel Foundry’s operating loss narrowed to $2.4 billion, improving by $72 million sequentially, helped by better yields across Intel 4, 3, and 18A processes.Higher demand for CPUs, which Intel specializes in, for AI workloads has been a major catalyst, according to Tan. “CPU to GPU ratio for training used to 1:8. And now, because of the inference, agentic AI, and more agents you have to manage, CPU is actually better, and that ratio has become 1:4 and in some cases 1:1. That’s a huge opportunity for me.”&nbsp;&nbsp;<h2 class="st-heading-2">Retail View On INTC</h2>On Stocktwits, the retail sentiment for INTC remained ‘bearish’ early Tuesday, unchanged since the prior day. Still, traders appeared uninterested in paring their stakes despite the sharp gains and speculated that more positive developments could be on the horizon.“i'm predicting big news tomorrow. LBT (CEO Lip-Bu Tan) isn't about to do this big media tour and investor meetings without a big news announcement in his pocket. What could it be? Another HUGE multi year contract customer?”&nbsp;<a href="https://stocktwits.com/donthateme/message/653765313">said</a> a trader.Another&nbsp;<a href="https://stocktwits.com/nonestop9/message/653766292">wrote</a>: “INTC you got to be seriously stupid to short this .. but please do so we can squeeze harder to the upside!!!! way undervalued still.”Intel shares are up 193% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/googl-stock-rises-overnight-search-giant-launches-new-ai-cloud-company-with-blackstone-s-backing/cZXuW9RReZ4">GOOGL Stock Rises Overnight: Search Giant Launches New AI Cloud Company With Blackstone’s Backing</a>&nbsp;

Lip-Bu Tan, Chief Executive Officer of Intel, appears at an event organized by the company

Intel CEO Lip-Bu Tan Reportedly Says ‘Multiple Customers’ Eyeing Foundry Tie-Up 

Tan said improvement in Intel’s 18A and 14A chip processes has drawn interest from potential customers.

Equity

Stock Market Today, May 18: Intel Slips After AI Bubble Risk Warning Offsets Early Gains

Intel (NASDAQ:INTC), a major PC and data center chipmaker, closed Monday at $108.17, down 0.55%. The stock slipped during the regular session as traders weighed recent earnings strength and AI-driven momentum against profit-taking after last week's volatility and a fresh warning...

Micron Stock's Worst 2-Day Drop In A Year: Is The Chip Bubble Bursting?

Micron stock fell 13% in two days, the worst stretch since April 2025. Citi and Melius hiked price targets to $840 and $1,100 on the same day.read more...

Micron, AMD, Intel Stocks Could Face An Abrupt Reversal, Top AI Expert Warns

Four of the most heavily traded AI semiconductor stocks just hit "extreme exhaustion" readings on a composite technical model that has historically preceded sharp reversals.read more...

Nvidia To Rally More Than 33%? Here Are 10 Top Analyst Forecasts For Monday

Top analysts changed outlook on top names. Keybanc, Leerink, Wedbush, DA Davidson, Benchmark, Piper Sandler, Morgan Stanley, Evercore raised price targets.read more...

The Zacks Analyst Blog Highlights NVIDIA, Intel, AMD and Broadcom

NVIDIA heads into earnings with strong AI-driven demand, while Intel, AMD and Broadcom continue rallying in semiconductors.

S&P 500 Momentum Just Went Vertical: The Last 4 Times It Did, Stocks Sold Off

Something rare just happened beneath the surface of the U.S. equity market, and almost nobody is talking about it.read more...

Trump Regrets Not Asking For A Bigger Intel Stake

INTC stock trends as Trump reveals he regrets not asking for a larger government equity stake in Intel. Read the latest updates.read more...

<ul class="summary-bullets"><li>How Intel used Wintel and x86 to crush competition, Nvidia has used its CUDA platform to create a software moat that keeps developers locked into its GPUs, Ranade wrote.</li><li>NVDA faces competition from AMD and hyperscalers, which are developing their own data center chips.</li><li>Nvidia will report its first-quarter results on Wednesday.</li></ul>Intel’s Chief Technology Officer, Pushkar Ranade, said present-day Nvidia resembles the Intel of the 1990s, with the company having built superior products and a formidable software moat – advantages the AI chip giant is further strengthening through “smart” strategic investments across the cloud supply chain.In a new&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/magicsilicon/status/2055735299570098377">blog post</a> on X, Ranade said Intel used the “Wintel” ecosystem and x86 software compatibility to crush technically superior RISC rivals like Sun Microsystems and Digital Equipment Corp. (DEC) at the time. Similarly, Nvidia has used its CUDA platform to create a software moat that keeps developers locked into its GPUs, even when rivals offer competitive hardware.<h2 class="st-heading-2">NVDA Extends CUDA Moat</h2>Nvidia’s CUDA strategy mirrors Intel’s decades-long platform strategy, he argued, adding that Nvidia spent 16 years building CUDA, investing in libraries, partnerships, developer tools, and frameworks long before AI became mainstream.Comparing Nvidia’s current dominance in AI infrastructure to Intel’s dominance in PCs during the Pentium era, Ranade said Nvidia was founded in 1993 — the same year Intel launched the Pentium chip that cemented Intel’s empire.Now, Nvidia may have built an even deeper moat than Intel because it controls not only chips, but networking, software, AI frameworks, and entire rack-scale systems — whereas Intel mainly controlled CPUs alongside Microsoft’s Windows ecosystem.<h2 class="st-heading-2">NVDA Competition</h2>At the same time, Nvidia faces competition from chip and cloud companies. AMD is the closest merchant silicon competitor, and its “hardware is competitive,” Ranade said. Meanwhile, Google, Amazon, and Microsoft are investing heavily to scale their custom chips for data centers.<h2 class="st-heading-2">Nvidia’s Investment Strategies</h2>Nvidia is also using its cash reserves smartly. The company acquired chip start Groq last year – a deal Ranade sees as similar to Intel’s 1998 acquisition of DEC’s Alpha IP – and has been picking up strategic stakes. In the past few months, Nvidia has invested in neocloud companies CoreWeave, Nebius, and IREN; AI startups OpenAI and Anthropic; and component makers such as Lumentum and Corning, among others.“NVIDIA is using its massive windfall to make smart acquisitions across the technology stack, covering nearly every potential emerging trend from optical interconnects to quantum computing,” Ranade wrote.The blog comes ahead of Nvidia’s first quarter report, scheduled for Wednesday.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> are up 21% year to date, and the latest retail sentiment reading was ‘extremely bullish.’ Analysts expected revenue to rise 80% to $79.23 billion, and adjusted profit to rise 120% to $1.78 per share.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amzn-stock-slides-after-proposed-consumer-class-action-suit-over-trump-tariff-charges/cZXrJBvRelj">AMZN Stock Slides After Proposed Consumer Class Action Suit Over Trump Tariff Charges</a>&nbsp;

The logos of intel and Nvidia are displayed on a mobile phone screen. (Photo by Omer Taha Cetin/Anadolu via Getty Images)

INTC CTO Compares Nvidia To 1990s Intel, Lauds Its ‘Smart’ Acquisitions

Intel’s Pushkar Ranade discussed the emerging threat to Nvidia CUDA moat, threats from AMD and hyperscalers, and how the AI chip giant is smartly picking up stakes in companies in the cloud value chain.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

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The foundry business is gaining momentum as leadership emphasizes strong interest from multiple major customers for upcoming process nodes.

The stock is experiencing significant intraday swings and parabolic price action, fueling heated debates between bullish bulls and skeptical short-sellers.

Financial analysts are actively revising price targets, reflecting a shifting sentiment on long-term data center and AI-driven growth potential.

Investors are buzzing over high-profile interviews and media appearances by the leadership team detailing the current turnaround strategy.

The conversation is dominated by discussions surrounding high-profile stake speculation and the intersection of government policy with semiconductor development.

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